Diversity and equality
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Efforts to increase diversity in the wealth management industry include Raymond James' Black Financial Advisors Network and the BLX Internship Program.
October 17 -
'The face of wealth is changing,' Sieg said, calling Black talent important to winning business from the fast-growing Black wealthy.
October 17 -
Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.
October 6 -
Google Head of Product Inclusion Annie Jean-Baptiste believes that when you create tools for those living on the margins, it also empowers those in the middle.
September 30 -
In a panel at the Quad-A conference, executives from the three major firms explained how they view the industry's path forward on diversity.
September 23 -
Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."
September 22 -
A nuanced conversation among Black experts from across the financial services displayed how advisors can play a pivotal role.
September 21 -
With big-name sponsors such as J.P. Morgan, LPL, Merrill Lynch and others, the event adopted a theme this year of being "reunited" together after the pandemic.
September 20 -
The megabank rolled out new and expanded employee diversity targets that it aims to meet by 2025. The goals include placing more Hispanics in leadership roles and boosting the number of LGBTQ+ members the company hires from colleges and universities.
September 20 -
In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.
September 13 -
The program could provide a rubric for financial advisors and wealth managers seeking to reach historically excluded groups.
September 8 -
Columbia Investment Management's Kim Lew and Josh Brown of Ritholtz Wealth Management will quiz finalists on how they constructed their portfolios.
August 29 -
Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.
August 26 -
Goldman Sachs Group faces a June 5 trial in a long-simmering gender-bias class action alleging the bank discriminated against thousands of women in pay and promotion.
August 23 -
The Women's World Banking innovation challenge wants to fast-track ideas that support women's economic prosperity and empowerment.
August 9 -
The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.
August 4 -
A new report from the nonprofit Knight Foundation examined diversity in outside money managers of endowments at the wealthiest public and private universities in the country.
July 29 -
Women lag behind men when it comes to their retirement savings, and they’ll need those funds for a longer period of time. TIAA Institute’s managing director shares what employers — and the government — can do to help.
July 25 -
The case offers the latest confusing signal about an industry that forces discrimination cases into arbitration and fights them to the bitter end.
July 11 -
Companies with diverse leadership are getting mere pieces of the VC pie. Here’s why changing that is good for everyone.
July 11

















